Microsoft Outlook Integration

Formata currently works with Google Suite; however, many use Microsoft products to manage customer communications & events. Full support for Microsoft is on the way!

Salesforce Integration

Connect Salesforce to Formata for improved customer knowledge.

"generate follow up email" button

use AI/agent to search through previous emails, Linkedin messages, meeting transcripts, etc. to generate meeting follow up and automatically show me how long it has been since a communication.

Notion Integration

Connect Notion to Formata for improved customer knowledge.

Integration with Atlassian Jira

I would be beneficial to show or pull data from Jira tickets associated a client

Vitally Integration

Microsoft Teams Integration

Formata currently works with Slack for delivering automated meeting briefs; however, many teams are using Microsoft Teams internally. Full support for Microsoft is on the way!

Microsoft Calendar Integration

Formata currently works with Google Suite; however, many use Microsoft products to manage customer meetings. Full support for Microsoft is on the way!

Gong Integration

call recordings

Meeting follow up

draft an email to send to customers for follow up from our discussion.

HubSpot Integration

Connect HubSpot to Formata for improved customer knowledge.

External Research

Internet research with an account, providing an external perspective for how your customer is doing company-wise, professionally, and with your product.

Send meeting brief to my customers

Send a meeting brief to my customers based on our previous communications

settings for when i want to receive meeting briefs

be able to customize timing, 30 mins before, 1 day before, 1 week before, etc.

Slack Integration

Prep Now Button on Meetings

Currently, meeting prep is automatically generated 30 minutes before a customer meeting. We’re adding a “prep now” button on scheduled meetings so that meeting prep is available when you need it. Then, 30 minutes before the meeting, we’ll send the prep out again and check for any updates.

Gmail Labels Integration

Modify the Gmail integration to pull only emails with specific labels. To increase trust and security, you’ll have to label emails you want to give Formata access to. When a customer is being met with, we will query each team member’s mailbox (who have connected Formata to Gmail) for conversations with that customer only. Of those conversations, Formata will only be granted access to the ones with labels that you’ve configured in-app. Although this makes getting started with Formata slightly more involved, it is a priority of ours to respect the confidentiality of specific conversations, and using the Gmail labeling features will enable us to give our users more fine-grained control over their data and how the Formata platform utilizes it. We will include docs when this change is made, outlining the specifics of the Formata Gmail integration.

Collaborative Team Environment

We’re making Formata team-based, so that with each customer interaction, Formata takes the entire team’s knowledge & integrations into account. For example, when meeting with a customer, Formata would use not only my email history with that customer, but also my colleagues’ email history to create meeting prep & improve that customer’s contact details.

Additional Team Domains

Add an explicit list of email domains that are associated with a team. All participants of a meeting with this domain will be considered team members.

Gmail Integration

Customer Contact Management

Formata connects with a lot of your data sources, including email, calendar, CRMs, and much more. When you have calls with your customers, Formata can passively capture and organize the best, most accurate, and most comprehensive contact information possible.

Google Drive Integration

Google Calendar Integration